JM Money (India) Manager Performance Evaluation

F00000PCXL -- India Fund  

INR 10.38  0.0035  0.0337%

The fund owns Beta (Systematic Risk) of 0.0082 which attests that as returns on market increase, JM Money returns are expected to increase less than the market. However during bear market, the loss on holding JM Money will be expected to be smaller as well. Although it is extremely important to respect JM Money Manager existing price patterns, it is better to be realistic regarding the information on equity price patterns. The way in which we are determining future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By inspecting JM Money Manager technical indicators you can at this moment evaluate if the expected return of 0.0104% will be sustainable into the future.
Horizon     30 Days    Login   to change

JM Money Manager Relative Risk vs. Return Landscape

If you would invest  1,033  in JM Money Manager Super Plus Dir Fr Div on January 18, 2019 and sell it today you would earn a total of  4.31  from holding JM Money Manager Super Plus Dir Fr Div or generate 0.42% return on investment over 30 days. JM Money Manager Super Plus Dir Fr Div is generating 0.0104% of daily returns and assumes 0.0826% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than JM Money and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, JM Money is expected to generate 28.8 times less return on investment than the market. But when comparing it to its historical volatility, the company is 23.31 times less risky than the market. It trades about 0.13 of its potential returns per unit of risk. The DOW is currently generating roughly 0.16 of returns per unit of risk over similar time horizon.

JM Money Current Valuation

Fairly Valued
February 17, 2019
10.38
Market Value
10.37
Real Value
Target Odds
Odds Odds
10.61
Upside
JM Money is not too risky asset. JM Money Manager owns latest Real Value of 10.37 per share. The recent price of the fund is 10.38. At this time the entity appears to be fairly valued. We determine the value of JM Money Manager from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage to invest in undervalued equities and to sell overvalued equities since sooner or later instruments prices and their ongoing real values will blend.

JM Money Market Risk Analysis

Sharpe Ratio = 0.1265
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F00000PCXL
Based on monthly moving average JM Money is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of JM Money by adding it to a well-diversified portfolio.

JM Money Performance Rating

JM Money Manager Super Plus Dir Fr Div Risk Adjusted Performance Analysis

8

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in JM Money Manager Super Plus Dir Fr Div are ranked lower than 8 (%) of all funds and portfolios of funds over the last 30 days.

JM Money Alerts

Equity Alerts and Improvement Suggestions

The fund retains about 46.34% of its assets under management (AUM) in cash

JM Money Performance Indicators

JM Money Manager Basic Price Performance Measures

Fifty Two Week Low10.3420
Fifty Two Week High10.3925
Annual Report Expense Ratio0.40%
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